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Just Ask James – October Edition

Just Ask James – October Edition

Event Overview

This is our monthly webinar and invitation to be involved in the planning of our upcoming events, conferences and initiatives! Each edition of “Just Ask James” will be held on the first Tuesday of every month via Zoom.

In it we will describe our event ideas, timelines, and speaker selection process as well as review recent events and projects to gather your feedback on what worked and what we can do better. The sessions are designed to be your opportunity to connect with us and learn how to better engage your membership.

We believe that CAASA is your association and we are always on the look out for new ideas and formats as well as your interest in our current offerings.  We also value transparency and would like all members to know how (and why) we price events, choose speakers, and arrive at our locations and formats.

When

  • October 3, 2023
  • 11:00 am – 11:30 am ET

Where

Virtual (Monthly)

Watch Replay

Watch more here:

Just Ask James – Replay

Register Now

Complimentary Registration

Event Registration Closed

Francis Sabourin Hour: Featuring Obsiido

Francis Sabourin Hour: Featuring Obsiido

Event Overview

Join Francis Sabourin (Richardson Wealth) and his guest, Sean O’Hara, Co-Founder & CIO at Obsiido, as they discuss how private market opportunities are (finally) being put in the hands (and portfolios) of retail investors across Canada – instead of being strictly the purview of institutional investors such as the largest pension plans and family offices.

When

  • February 15, 2024
  • 2:00 pm – 3:00 pm ET

Where

Virtual

Speakers

CAASA Members

Event Registration Closed

Non-Members

Event Registration Closed

Francis Sabourin Hour: Featuring Accelerate Financial Technologies

Francis Sabourin Hour: Featuring Accelerate Financial Technologies

Event Overview

Join Francis Sabourin and his guest, Julian Klymochko, Chief Executive Officer & Chief Investment Officer at Accelerate Financial Technologies, as they discuss a suite of funds including, hedge, ETFs, crypto and Web3 funds that will maximize portfolio diversification and long-term performance.

When

  • April 12, 2023
  • 2:00 pm – 3:00 pm EST

Where

Virtual

Replay Available

Speakers

Members of CAASA

Event Registration Closed

Non-Members of CAASA

Event Registration Closed

Francis Sabourin Hour: Featuring Viewpoint Investment Partners

Francis Sabourin Hour: Featuring Viewpoint Investment Partners

Event Overview

This month Francis discusses the stage of the economic cycle in which we find ourselves, as well as the outlook for commodities in the near term and as part of a multi-decade super-cycle with Scott Smith, the CIO of Viewpoint Investment Partners in Calgary.  Francis and Scott will discuss how the risk profile of a traditional 60/40 portfolio is changing, and how commodities can provide a ballast to portfolios when correlations between equities and bonds turn positive.  A key discussion point at our Family Office Summit in April, this webinar will both complement and distill the great amount of information available at this time about commodities.

When

  • March 14, 2024
  • 2:00 pm – 3:00 pm ET

Where

Virtual

Replay Available

Speakers

CAASA Members

Event Registration Closed

Non-Members

Event Registration Closed

Compliance & Operations Group Meeting: U.S. Regulatory Considerations for Managers Ft. Stroock & Stroock & Lavan LLP

Francis Sabourin Hour: Featuring Accelerate Financial Technologies

Event Overview

Join Francis Sabourin and his guest, Julian Klymochko, Chief Executive Officer & Chief Investment Officer at Accelerate Financial Technologies, as they discuss a suite of funds including, hedge, ETFs, crypto and Web3 funds that will maximize portfolio diversification and long-term performance.

When

  • April 18, 2023
  • 2:00 pm – 2:45 pm EST

Where

Virtual

Compliance & Operations Group Co-Chairs

Speakers

Request to Join COG

All members are open to join our MIGS.

Join Our Compliance and Operations Group

Select COG Members

Francis Sabourin Hour: Featuring MGG Investment Group

Francis Sabourin Hour: Featuring MGG Investment Group

Event Overview

This month’s Francis Sabourin Hour features our local Montréal celebrity Investment Advisor speaking with Daniel Leger (who has a connection to Montréal!).  They will speak to MGG’s expertise in the mid-market segment (all industries) financing solutions business.  They have some interesting trades (which might involve sports) to discuss – as well as which investors (via the iCapital Network platform) might benefit most.

When

  • April 16, 2024
  • 2:00 pm – 3:00 pm ET

Where

Virtual

Speakers

CAASA Members

Event Registration Closed

Non-Members

Event Registration Closed

The View on Credit & Equity Markets

Francis Sabourin Hour: Featuring Accelerate Financial Technologies

Event Overview

Join Francis Sabourin and his guest, Julian Klymochko, Chief Executive Officer & Chief Investment Officer at Accelerate Financial Technologies, as they discuss a suite of funds including, hedge, ETFs, crypto and Web3 funds that will maximize portfolio diversification and long-term performance.

When

  • May 2, 2023
  • 2:00 pm – 3:00 pm EST

Where

Virtual

Replay Available

Speakers

Members of CAASA

Event Registration Closed

Non-Members of CAASA

Event Registration Closed

Francis Sabourin Hour: Featuring Northleaf Capital Partners and Mackenzie Investments

Francis Sabourin Hour: Featuring Northleaf Capital Partners and Mackenzie Investments

Event Overview

Join Francis Sabourin and his guests, Nadim Vasanji, Managing Partner, Strategic Distribution, at Northleaf Capital Partners and Nick Westlind, SVP, Head of Distribution and Strategy at Mackenzie Investments as they discuss the first ever Interval Fund available to all Canadian investors.

The Mackenzie Northleaf Private Credit Interval Fund is the first prospectus-based strategy to provide all investors with a new way to access illiquid private credit investment strategies that have traditionally been reserved for accredited investor and institutional investor.

When

  • June 20, 2024
  • 2:00 pm – 3:00 pm ET

Where

Virtual

Replay Available

Speakers

CAASA Members

Event Registration Closed

Non-Members

Event Registration Closed

Compliance & Operations Group Meeting Ft. Ogier

Francis Sabourin Hour: Featuring Accelerate Financial Technologies

Event Overview

Join Francis Sabourin and his guest, Julian Klymochko, Chief Executive Officer & Chief Investment Officer at Accelerate Financial Technologies, as they discuss a suite of funds including, hedge, ETFs, crypto and Web3 funds that will maximize portfolio diversification and long-term performance.

When

  • June 15, 2023
  • 2:00 pm – 2:45 pm EST

Where

Virtual

Compliance & Operations Group Co-Chairs

Request to Join COG

All members are open to join our MIGS.

Join Our Compliance and Operations Group

Select COG Members

Francis Sabourin Hour: Featuring Starlight Capital

Francis Sabourin Hour: Featuring Starlight Capital

Event Overview

Join Francis Sabourin and his guest, Dennis Mitchell, Chief Executive Officer & Chief Investment Officer at Starlight Capital, as they discuss the real estate market in general and multi-family and a few other sectors in particular.

When

  • May 10, 2023
  • 2:00 pm – 3:00 pm EST

Where

Virtual

Replay Available

Speakers

Members of CAASA

Event Registration Closed

Non-Members of CAASA

Event Registration Closed

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